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[eBook] How to Build a Lifetime of Financial Loyalty

This ebook was written for marketing services company Epsilon-Conversant and covers how to use digital marketing for all five stages of the financial customer lifecycle.

Financial services are changing.

Online and mobile-first players are making impressive strides in the race for customer acquisition:

  • Marcus—Goldman Sachs’ online consumer bank —attracted $45 billion in deposits and $5 billion in loans in fewer than three years.

  • Apple provides the technology infrastructure for easy and convenient mobile payments, cash-back rewards and financial management tools to its 1.4 billion device users.

  • Online insurance provider Lemonade has more than 250,000 customers and $180 million in funding as of late 2018.


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